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Carobecky chepngeno
Carobecky chepngeno

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Introduction to MS Excel for Data Analytics

Learning data science and analytics as a beginner? This article got you covered. Microsoft Excel is one of the most powerful tools used in data analytics and it is beginner-friendly.With wide range of uses in corporate worlds,Excel can turn raw data into meaningful and interpretable insights.
By the end of this article, I expect you to:

  • Understand Microsoft Excel and its uses in data analytics
  • Identify rows,columns and cells in a worksheet
  • Create and organize data in table format
  • Use basic Excel functions
  • Learn Data cleaning by sorting,filtering and removing duplicates
  • Create pivot tables for data summarizing
  • Learn data visualization by use of simple charts
  • Understand creation of dashboards for data reporting

Commonly used Excel Terms

  1. Cell- A single box in Excel where data is entered.*(example:E1)
  2. Column - A vertical group of cells labelled using alphabets (example:A,B,C)
  3. Row - A horizontal group of cells labelled numerically (example:1,2,3)
  4. Worksheet -A single page in Excel where data is entered and analyzed.
  5. Workbook -This is an Excel file that contains one or more worksheets.
  6. Dataset - A collection of related data normally in columns and rows.
  7. Formula -An equation in Excel used to do calculations (example:B1+C2)
  8. Function -A built-in formula that executes specific tasks. *(example: SUM,MAX,MIN)
  9. Filter -This is used to display data that meets specific criteria
  10. Sort - This is arranging data in a specific data (example; A-Z)
  11. Pivot Table -A tool that is used to summarize and analyze large datasets since it calculates data automatically.
  12. Charts -Visual representation of data
  13. Dashboard -A single page that shows summaries of key data insights using charts and numbers.

1.Introduction to Excel

microsoft excel is a spreadsheet application by Microsoft used to organize,calculate,analyze and visualize data in rows and columns.
Its main functions include:

  • Performing calculations using formulas and built-in functions.
  • Organizing and managing data in tables
  • Analyzing data by sorting, filtering and pivot tables.
  • Data visualization by creating charts and graphs.
  • Automating tasks using macros and basic scripting. Excel spreadsheet is made up of rows, columns, cells where each cell contains;
  • Text(name,categories)
  • Numbers
  • Dates
  • Formulas

Example of dataset

dataset example

## organizing data for analysis
It is really important to ensure data being analysed is correctly structured i.e the columns and rows. Avoid having empty cells.

data organization

2.Data Cleaning

This involves:

  • Removing duplicates data->remove duplicates
  • Sorting data->sort A-Z OR Z-A
  • Filtering data->filter

data cleaning

3.Basic Excel functions

  1. Sum- adds numbers
    Example

    =SUM(E2:E877)

  2. Average- finding the mean
    Example

    =AVERAGE(E2:E877)

  3. Count- finding how many cells contain numbers
    Example

    =COUNT(E2:E877)

  4. MIN- shows the minimum value in the cells
    example

    =MIN(E2:E877)

  5. MAX- shows the maximum value in the cells
    example

    =MAX(E2:E877)

excel functions

4. Pivot Tables

Pivot tables are used to summarize large datasets.
A pivot table is created by:
data->insert->pivot table and then you drag fields into rows,columns and values.

pivot table

5.Charts in Excel

They help turn numbers into visuals that are easier to understand
We insert a chart by; Select data->insert->choose chart type
There are many chart types:

  • column charts that compares categories
  • line charts that shows trends over time
  • pie chart that shows proportions and many more.

chart

6.Dashboards

This is a single interactive worksheet that visually summarizes key data using charts,tables and KPIs.

dashboard

In summary, mastering of excel is not difficult. It gives you a strong basis in order to advance to analytical tools such as Power BI and SQL.
I hope this guide provides a strong basic understanding of Excel and it's importance in data analytics.

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